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From the Field: Expert Insights RSS Get our newsletter
December 26, 2025

Maximize health insurance benefits before year’s end

Your health insurance plan likely includes other covered benefits and services you’re likely not aware of.

December 26, 2025

2025 Top 5 Advisor Stories: From the ‘Age Wave’ to Gen Z angst

The recent surge of tue boomer retirement tsunami drove interest in financial advisor stories in 2025, along with the angst of Gen Z.

December 25, 2025

2025 Top 5 Life Insurance Stories: IUL takes center stage as lawsuits pile up

It was a good year for life insurance sales. But problems with indexed universal life overshadowed some of that good news.

December 24, 2025

2025 Top 5 Annuity Stories: Lawsuits, layoffs and Brighthouse sale rumors

The year in annuities started well, ended well, and was pretty good in the middle, also.

December 24, 2025
Illustration of a bouncer holding people back from a private function. Private-placement-securities-continue-to-be-attractive-to-insurers.

Private placement securities continue to be attractive to insurers

Private placement securities continue to offer insurers attractive opportunities to enhance portfolio income, according to a recent Conning report.

December 24, 2025

It’s the most accident-prone time of the year

What holiday driving trends reveal about risk, claims and coverage gaps.

December 23, 2025
Illustration showing a shrubbery maze with AI hidden in the middle. AI-adoption-may-rely-on-overcoming-misconceptions,-Equisoft-exec-says.

AI adoption may rely on overcoming misconceptions, Equisoft exec says

Misconception may be half the battle when it comes to getting more insurers to embrace AI, says one Equisoft executive.

December 23, 2025
Illustration showing a flexible benefits coordinator. Flexibility-is-the-future-of-employee-financial-wellness-benefits.

Flexibility is the future of employee financial wellness benefits

SECURE 2.0 introduced innovative provisions that allow plan sponsors to tailor benefits to meet diverse employee needs.

December 23, 2025

Affordability pressures are reshaping pricing, products and strategy for 2026

As the U.S. insurance industry flips the calendar to 2026, affordability has shifted from a rising concern over sky-high costs to a defining industry challenge.

December 23, 2025
Image of a potential life insurance customer looking at a variety of social media platform icons. How-the-life-insurance-industry-can-reach-the-social-media-generations.
The life insurance industry must find new ways to reach young consumers in a world of short attention spans and increased dependence on social media influencers. (Ai-generated image)

How the life insurance industry can reach the social media generations

The life insurance industry must find new ways to reach young consumers in a world of short attention spans and increased dependence on social media influencers.

December 22, 2025
Image shows Greg Lindberg
A North Carolina court ruled against loosening strict limits on asset movement within his former holdings.

Judge rules against loosening receivership over Greg Lindberg finances

A bid by disgraced financier Greg Lindberg to loosen the receivership controls over his business assets was rejected last week by the North Carolina Court of Appeals.

December 22, 2025
Image shows a grid of piggy banks
Under a new bill, employers with at least 10 employees would be required to provide or arrange for access to an automatic retirement contribution plan for employees.

Bill aims to boost access to work retirement plans for millions of Americans

Under the Automatic IRA Act of 2025, employers with at least 10 employees would be required to provide access to an automatic retirement contribution plan.

December 22, 2025

A new era of advisor support for caregiving

Caregiving is shaping families in a powerful way.

December 22, 2025
Illustration of two millennials looking at potential homes and considering buying a home vs. saving for retirement.

Millennial Dilemma: Home ownership or retirement security?

Millennials face an unprecedented financial squeeze: Many believe they will have to choose between homeownership and retirement security.

3 ways to recharge during holidays and gear up for 2026

December 19, 2025

Being a financial advisor is a demanding career; balancing client needs, business responsibilities and personal life can often make the year a blur.

December 19, 2025

How OBBBA is a once-in-a-career window

Here is what this bill actually means for your prospects and how you — the advisor —can move the money to where it does the most good.

December 19, 2025
Illustration showing "HSA" in a basket on a front porch, with a note pinned to the basket. Whats-behind-HSA-FSA-adoption.

What’s behind HSA, FSA adoption?

HSA and FSA users and non-users have some common attitudes and behaviors, said Heather Ruff, Visa senior account executive, health care and employee benefits.

December 19, 2025
Intergrity marketing. Integrity-leans-into-diversity-at-a-time-when-others-shy-away

Integrity Marketing Group leans into DEI, honored by Newsweek

In a political climate that has moved decidedly away from diversity, equity and inclusion efforts, Integrity Marketing Group is leaning into DEI.

December 18, 2025

The 2025-2026 risk agenda for insurers

The insurance regulatory and risk landscape was demanding in 2025 — and all signs point to 2026 being even more complex.

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